Tandem is an independent, employee-owned investment management firm headquartered in Charleston, SC that specializes in low volatility capital appreciation equity strategies.

Since its inception in 1990, Tandem has provided long-only U.S. equity strategies that are designed to outperform over a complete market cycle while delivering significantly less volatility of returns than the market.

With a keen focus on the efficient taking of risk, Tandem partners with financial advisors to deliver a differentiated core solution that aims to keep investors invested.

To learn more, please visit www.tandemadvisors.com.

We are proven institutional investors committed to generating long-term value through a focused, bottom-up strategy driven by downside protection. We actively seek high-conviction holdings to build meaningfully differentiated portfolios.

What Sets Us Apart

• Committed to Downside Protection: The foundation of our approach is to mitigate downside risk with the goal of long-term outperformance and lower volatility.
• Focused on Facts to Reduce Speculation: Rather than trying to predict the future, we form our investment thesis based on what is true today, using our Balance Sheet Optimization approach to valuation.
• Long-Term Oriented Investors: We invest in a select number of high-quality companies through the lens of a business owner, as if we were buying the entire company to hold indefinitely.
• One Team, One Process: Investing across the capitalization spectrum allows us to view companies over an extended life-cycle—from small to mid to large—and reinforces our long-term horizon.

Since 1994, We've Delivered Innovative Investment Strategies. 
Our risk-managed ETFs, funds, model portfolios, and exclusive advisor programs are designed to help you confidently navigate all types of markets.

Elevate Your Practice, Optimize Your Clients’ Future
By combining cutting-edge investment strategies with a deep understanding of investor psychology, our tools and insights help advisors build more resilient portfolios and foster long-lasting client relationships.

Why choose Toews?

• Established Performance: Our disciplined investment approach has delivered consistent results over decades.
• Cutting-Edge Insights: Toews Behavioral Investing Institute provides education and tools to enhance advisor-client interactions and help investors make more informed decisions.
• Tailored Strategies: We offer a range of customizable approaches to meet the unique needs of your practice and your clients.

This information was provided by Toews Asset Management.

WisdomTree is a global asset manager with a track record of innovation, competitive performance and thought leadership since 2006. Our belief that a fundamentally weighted approach can produce attractive returns with less risk and expense than active management made us a pioneer in factor-based investing. WisdomTree is headquartered in New York and has over 300 employees globally and manages $135 billion across innovative solutions that are designed to meet investors’ needs across asset classes and market cycles.

This information was provided by WisdomTree.

Founded in 1992, Zacks Investment Management is an SEC registered investment advisory firm specializing in equity management for institutional and individual investors. The firm leverages the resources of one of the largest and most respected independent research providers in the U.S.; Zacks Investment Research, of which it is a wholly owned subsidiary.

Zacks Research team monitors 3,500 Wall Street analysts and cultivates data on over 5,000 companies each day. Investment portfolios are managed using this independent research and Zacks Investment Management’s own quantitative models to provide clients with a  “pure” Zacks product that is data-based, unfiltered and unbiased.

Additionally, each client portfolio is customized to address specific goals and risk-tolerance with ongoing personalized assistance from a qualified Investment Advisory Representative.

This information was provided by Zacks Investment Management.